Institutional Ownership Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU). We have compiled data on the 347 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
15,436
shares
|
$360,584
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
15,359
shares
|
$358,786
0.01% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
15,193
shares
|
$354,908
0.0% of portfolio
|
Q3 2025
Added 65.45%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
15,187
shares
|
$354,768
0.01% of portfolio
|
Q3 2025
Added 58.63%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
14,912
shares
|
$348,344
0.02% of portfolio
|
Q3 2025
Added 25.08%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
14,550
shares
|
$339,888
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
14,473
shares
|
$338,089
0.01% of portfolio
|
Q3 2025
Added 16.5%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
14,441
shares
|
$337,341
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
14,205
shares
|
$331,828
0.27% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
13,812
shares
|
$322,648
0.05% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
13,558
shares
|
$316,714
0.05% of portfolio
|
Q1 2025
Added 13.12%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
13,420
shares
|
$313,491
0.12% of portfolio
|
Q4 2024
Reduced 27.48%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
13,283
shares
|
$310,290
0.14% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
13,200
shares
|
$308,352
0.1% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,200
shares
|
$308,352
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
12,648
shares
|
$295,457
0.02% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
12,265
shares
|
$286,510
0.01% of portfolio
|
Q3 2025
Reduced 24.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
12,147
shares
|
$283,753
0.0% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
11,606
shares
|
$271,116
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,449
shares
|
$267,448
0.0% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
11,400
shares
|
$266,304
0.01% of portfolio
|
Q3 2025
Reduced 30.81%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
11,204
shares
|
$261,725
0.02% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
11,145
shares
|
$260,347
0.07% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
11,135
shares
|
$260,113
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,110
shares
|
$259,529
0.08% of portfolio
|
Q4 2023
New holding
|
|